 | Warning
Account merges cannot be reversed. It is recommended that you create a backup of the database before merging accounts. |
Once a customer account merge query has been created/executed, you can merge the appropriate accounts.
To merge customer accounts, complete the following (if you have already executed/loaded the query and are on the Customer Merge|Query page, proceed to Step 5):
- Open the Utilities application from the AudienceView Desktop.
- Select the Customer Merge tab.
The Customer Merge|Search page appears.
- Search for and select the executed customer merge query that you want to use to merge accounts. For more information, refer to Utilities Customer Merge-Search Page.
If you want to create a new query, refer to Creating and Executing a Customer Account Merge Query.
The Customer Merge|Details page appears.
- Click 'Load'
The Customer Merge|Query page appears.
- Each set of duplicate accounts found using the query's criteria is separated with the following headers:
- Keeper: This indicates which account will be kept (i.e. the other account(s) will be merged into it). The radio button is preselected based on the option selected from the 'Account Criteria' dropdown on the Customer Merge|Details page.
- Merge: When the applicable check box(es) has been selected, this indicates which account(s) will be merged into the 'Keeper' account.
- Customer: The customer number associated with the customer account.
- Contact: The contact(s) associated with the customer account. For more information, refer to Utilities Customer Merge-Query Page.
Selecting the check box associated with a customer contact will add the applicable contact information to the 'Keeper' account.
- Address: The address(es) associated with the customer account. For more information, refer to Utilities Customer Merge-Query Page.
Selecting the check box associated with a customer address will add the applicable address information to the 'Keeper' account.
- Ensure that the correct 'Keeper' account has been selected in each of the sections.
- Select the 'Merge' check box(es) next to the account(s) that you want to merge into the 'Keeper' account.
- If you want to add the contact information to the 'Keeper' account, select the 'Contact' check box(es) next to the applicable contact information.
- If you want to add the address information to the 'Keeper' account, select the 'Address' check box(es) next to the applicable address information.
- Repeat Steps 6-9 for every set of duplicate accounts that were returned by the query.
- Click 'Merge'
The Customer Merge|Results page appears, displaying the following information:
- Keeper Customer Number: The first number displayed is the 'Keeper' account, the account that the other account(s) were merged into.
- Merged Customers Number: The second number (and any subsequent comma-separated numbers) displayed indicates the account(s) that were merged into the 'Keeper' account.
- Results: Indicates whether the accounts were merged successfully or not.
- Date: Indicates the date and time that the accounts were merged on.